Capital Southwest Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Capital Southwest has acquired 13 companies. It has also invested in 10 others.

Capital Southwest’s most common sectors for investment are business services (18%) and software (11%). The Firm’s most common investment types include growth capital (37%) and buyout (lbo, mbo, mbi) (22%). In total, Capital Southwest has invested in 20 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired Premiere Global Services for $1.0B.

In the last 3 years, Capital Southwest has exited 1 company. The Firm’s most common exit type is secondary buyout (80%).

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M&A Summary

  • M&A Total Activity52
    • M&A Buy Activity47
    • M&A Sell Activity5
  • Total Sectors Invested 23
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 30
  • M&A Advisors 1

Capital Southwest

5400 Lyndon B. Johnson Freeway Lincoln Center Tower 1 Suite 1300,
Dallas, Texas 75240
United States
(214) 238-5700
www.capitalsouthwest.com
request@capitalsouthwest.com

Capital Southwest Corp. is a credit focused business development company focused on providing financing to profitable, mid-sized companies throughout the US. The Firm doesn't have any sector preferences and will consider a variety of investment structures. Capital Southwest Corp. was originally established in 1961 and is headquartered in Dallas, Texas.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Chemicals, Distribution, Food, Healthcare Services, Information Technology, Internet Software and Services, Life Science, Manufacturing, Medical Products, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 15
Investment Size 5 20
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (6.2/yr) # 16 8 9 8 5 1 47
vol $1.5B $1.5B
Sell (0.4/yr) # 3 1 - - - 1 5
  52

Most Recent M&A

Company Date Value Type
Food Technology and Design LLC 2021-06-08 - Growth Capital
Sante Fe Springs, California · www.FoodPharma.com
Perform[cb] LLC 2021-05-05 - Secondary Buyout
Sarasota, Florida · www.performcb.com
Coastal Television Broadcasting Co. 2020-06-11 - Acquisition Financing
Anchorage, Alaska · www.youralaskalink.com
Central Medical Supply, Inc. 2020-06-02 - Recapitalization
Flanders, New Jersey
USA DeBusk LLC 2020-02-01 - Growth Capital
Deer Park, Texas · www.usadebusk.com
NinjaTrader Group LLC 2020-01-06 - Growth Capital
Denver, Colorado · www.ninjatrader.com
Landpoint, Inc. 2020-01-06 - Secondary Buyout
Bossier City, Louisiana · www.landpoint.net
Gexpro Services 2019-12-31 - Divestiture
Shelton, Connecticut · www.gexpro.com
Trinity3 Technology LLC 2019-11-26 - Recapitalization
Saint Paul, Minnesota · www.trinity3.com
Relevant Solutions LLC 2019-11-20 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.relevantsolutions.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Dynata 2015-03-18 Reimagine Holdings Group 2019-01-22 6
Plano, Texas · www.dynata.com Westport, Connecticut · www.reimagine.com
Dynata 2015-03-18 Critical Mix 2019-01-22 5
Plano, Texas · www.dynata.com Westport, Connecticut · www.criticalmix.com
Dynata 2015-03-18 MarketSight LLC 2019-01-22 4
Plano, Texas · www.dynata.com Newton, Massachusetts · www.marketsight.com
Amware Fulfillment LLC 2014-05-28 Iron Mountain, Inc. - Fulfillment Services Unit 2018-10-02 2
Lawrenceville, Georgia · www.amwarelogistics.com Boston, Massachusetts
Dunn Paper Co. Inc. 2016-08-26 Clearwater Paper Corp. - Ladysmith Wisconsin Facility 2018-08-21 1
Port Huron, Michigan · www.dunnpaper.com Spokane, Washington

M&A by Sector

Sector Current # Value All-time # Value
Business Services 8 (21%) - 8 (17%) -
Software 4 (10%) 1.0B (68%) 5 (11%) 1.0B (68%)
Energy Services and Equipment 2 (5%) - 4 (9%) -
Healthcare Services 4 (10%) - 4 (9%) -
Distribution 2 (5%) - 3 (6%) -
Information Technology 3 (8%) - 3 (6%) -
Life Science 2 (5%) - 3 (6%) -
Consumer Products 2 (5%) - 2 (4%) -
Restaurants 1 (3%) 470M (32%) 1 (2%) 470M (32%)
Chemicals - - 1 (2%) -
Consumer Services 1 (3%) - 1 (2%) -
Engineering 1 (3%) - 1 (2%) -
Financial Services 1 (3%) - 1 (2%) -
Food 1 (3%) - 1 (2%) -
Forest Products 1 (3%) - 1 (2%) -
Internet Software and Services - - 1 (2%) -
Marketing - - 1 (2%) -
Media 1 (3%) - 1 (2%) -
Medical Products 1 (3%) - 1 (2%) -
Metals/Mining 1 (3%) - 1 (2%) -
Publishing 1 (3%) - 1 (2%) -
Technology Hardware 1 (3%) - 1 (2%) -
Transportation 1 (3%) - 1 (2%) -
Total 39 $1.5B 47 $1.5B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 38 (97%) 1.5B (100%) 46 (98%) 1.5B (100%)
  Texas 12 (31%) - 17 (36%) -
  California 4 (10%) 470M (32%) 4 (9%) 470M (32%)
  Florida 3 (8%) - 4 (9%) -
  Georgia 2 (5%) 1.0B (68%) 2 (4%) 1.0B (68%)
  Tennessee 2 (5%) - 2 (4%) -
  Minnesota 2 (5%) - 2 (4%) -
  Illinois 2 (5%) - 2 (4%) -
  Virginia 1 (3%) - 1 (2%) -
  Pennsylvania 1 (3%) - 1 (2%) -
  New York 1 (3%) - 1 (2%) -
  New Jersey 1 (3%) - 1 (2%) -
  Michigan 1 (3%) - 1 (2%) -
  Massachusetts 1 (3%) - 1 (2%) -
  Maryland 1 (3%) - 1 (2%) -
  Louisiana 1 (3%) - 1 (2%) -
  Connecticut 1 (3%) - 1 (2%) -
  Colorado 1 (3%) - 1 (2%) -
  Alaska 1 (3%) - 1 (2%) -
  North Carolina - - 1 (2%) -
  Arizona - - 1 (2%) -
India 1 (3%) - 1 (2%) -
Total 39 $1.5B 47 $1.5B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 13 (33%) - 17 (36%) -
Buyout (LBO, MBO, MBI) 9 (23%) - 10 (21%) -
Recapitalization 8 (21%) - 8 (17%) -
Secondary Buyout 4 (10%) - 5 (11%) -
Going Private 2 (5%) 1.5B (100%) 2 (4%) 1.5B (100%)
Stake Purchase 1 (3%) - 2 (4%) -
Acquisition Financing 1 (3%) - 1 (2%) -
Divestiture 1 (3%) - 1 (2%) -
Venture - - 1 (2%) -
Total 39 $1.5B 47 $1.5B

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (80%) -
Spin Off 1 (20%) -
Total 5 -

Top M&A Advisors

Legal Deals
Sheppard Mullin Richter & Hampton LLP
1

Deal Values

buy # Total
> $1B 1 $1.0B
$100M to $1B 1 $470M
TOTAL $1.5B
Largest Premiere Global Services, Inc.
$1.0B (2015-12-08)

M&A Connections

Deals
Acquired from
Investor(s)
13%
6 (13%)
Strategic(s)
2%
1 (2%)
Exited to
Investor(s)
80%
4 (80%)

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